iShares Morningstar Mid Growth Idx shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 50k | 72.97 |
| 2024-06-30 | $3.4M | 50k | 67.75 |
| 2024-03-31 | $3.6M | 50k | 70.68 |
| 2023-12-31 | $3.5M | 54k | 64.45 |
| 2023-09-30 | $3.8M | 66k | 57.13 |
| 2023-06-30 | $3.1M | 51k | 60.94 |
| 2023-03-31 | $3.2M | 56k | 57.56 |
| 2022-12-31 | $3.1M | 57k | 53.88 |
| 2022-09-30 | $2.8M | 56k | 50.38 |
| 2022-06-30 | $2.9M | 56k | 51.95 |
| 2022-03-31 | $3.6M | 56k | 64.28 |
| 2021-12-31 | $4.3M | 59k | 73.24 |
| 2021-09-30 | $4.1M | 59k | 68.87 |
| 2021-06-30 | $4.1M | 59k | 68.88 |
| 2021-03-31 | $3.9M | 10k | 378.14 |
| 2020-12-31 | $3.9M | 10k | 382.49 |
| 2020-09-30 | $3.1M | 9.6k | 320.41 |
| 2020-06-30 | $1.2M | 4.2k | 293.30 |
| 2020-03-31 | $914k | 4.2k | 218.03 |
| 2019-12-31 | $1.1M | 4.2k | 262.88 |
| 2019-09-30 | $1.0M | 4.3k | 243.39 |
| 2019-06-30 | $1.3M | 5.3k | 251.47 |
| 2019-03-31 | $1.2M | 5.3k | 235.31 |
| 2017-06-30 | $999 | 3 | 333.33 |
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